Markel Stock Performance
| MKL Stock | USD 1,848 28.53 1.57% |
Markel has a performance score of 6 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.84, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Markel's returns are expected to increase less than the market. However, during the bear market, the loss of holding Markel is expected to be smaller as well. Markel right now secures a risk of 1.9%. Please verify Markel skewness, and the relationship between the value at risk and day median price , to decide if Markel will be following its current price movements.
Risk-Adjusted Performance
Modest
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Markel are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite quite conflicting forward-looking signals, Markel may actually be approaching a critical reversion point that can send shares even higher in April 2025. ...more
Actual Historical Performance (%)
One Day Return 1.57 | Five Day Return (0.73) | Year To Date Return 7.6 | Ten Year Return 143.93 | All Time Return 18.4 K |
Last Split Factor 6:5 | Last Split Date 1989-09-11 |
1 | Acquisition by Crowley Andrew G. of tradable shares of Markel at 1562.21 subject to Rule 16b-3 | 12/24/2024 |
2 | Acquisition by Brian Costanzo of tradable shares of Markel at 1336.81 subject to Rule 16b-3 | 12/31/2024 |
3 | Disposition of 375 shares by Steven Markel of Markel at 1639.6 subject to Rule 16b-3 | 01/14/2025 |
4 | Disposition of 377 shares by Steven Markel of Markel at 1636.4 subject to Rule 16b-3 | 01/21/2025 |
5 | Acquisition by Diane Leopold of 100 shares of Markel subject to Rule 16b-3 | 01/31/2025 |
6 | Markel Group Inc. provides update for its shareholders | 02/05/2025 |
7 | 200 Shares in Markel Group Inc. Acquired by E. Ohman J or Asset Management AB | 02/07/2025 |
8 | Acquisition by Richard Grinnan of 600 shares of Markel subject to Rule 16b-3 | 02/20/2025 |
9 | Disposition of tradable shares by Steven Markel of Markel at 1865.02 subject to Rule 16b-3 | 02/21/2025 |
10 | Q1 EPS Estimates for Markel Group Cut by Zacks Research - MarketBeat | 03/06/2025 |
11 | Bradyco Inc. Buys New Shares in Markel Group Inc. | 03/07/2025 |
12 | Cooke Bieler LP Reduces Position in Markel Group Inc. | 03/11/2025 |
13 | Disposition of tradable shares by Steven Markel of Markel at 1887.1 subject to Rule 16b-3 | 03/13/2025 |
14 | Disposition of tradable shares by Steven Markel of Markel at 1864.28 subject to Rule 16b-3 | 03/14/2025 |
| Begin Period Cash Flow | 4.3 B |
Markel |
Markel Relative Risk vs. Return Landscape
If you would invest 171,014 in Markel on December 17, 2024 and sell it today you would earn a total of 13,777 from holding Markel or generate 8.06% return on investment over 90 days. Markel is generating 0.1463% of daily returns assuming volatility of 1.8961% on return distribution over 90 days investment horizon. In other words, 16% of stocks are less volatile than Markel, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Markel Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Markel's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Markel, and traders can use it to determine the average amount a Markel's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0772
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| Cash | Small Risk | MKL | High Risk | Huge Risk |
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Estimated Market Risk
| 1.9 actual daily | 16 84% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Markel is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Markel by adding it to a well-diversified portfolio.
Markel Fundamentals Growth
Markel Stock prices reflect investors' perceptions of the future prospects and financial health of Markel, and Markel fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Markel Stock performance.
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0397 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 24.83 B | ||||
| Shares Outstanding | 12.77 M | ||||
| Price To Earning | 720.95 X | ||||
| Price To Book | 1.45 X | ||||
| Price To Sales | 1.42 X | ||||
| Revenue | 16.62 B | ||||
| Gross Profit | 8.59 B | ||||
| EBITDA | 3.84 B | ||||
| Net Income | 2.85 B | ||||
| Cash And Equivalents | 4.14 B | ||||
| Cash Per Share | 443.52 X | ||||
| Total Debt | 4.33 B | ||||
| Debt To Equity | 0.32 % | ||||
| Current Ratio | 2.88 X | ||||
| Book Value Per Share | 1,276 X | ||||
| Cash Flow From Operations | 2.59 B | ||||
| Earnings Per Share | 199.39 X | ||||
| Market Capitalization | 23.6 B | ||||
| Total Asset | 61.9 B | ||||
| Retained Earnings | 13.38 B | ||||
About Markel Performance
By examining Markel's fundamental ratios, stakeholders can obtain critical insights into Markel's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Markel is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | -49.8 K | -52.3 K | |
| Return On Tangible Assets | 0.05 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.03 | |
| Return On Assets | 0.04 | 0.03 | |
| Return On Equity | 0.16 | 0.12 |
Things to note about Markel performance evaluation
Checking the ongoing alerts about Markel for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Markel help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Markel has a strong financial position based on the latest SEC filings | |
| Over 80.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Cooke Bieler LP Reduces Position in Markel Group Inc. |
- Analyzing Markel's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Markel's stock is overvalued or undervalued compared to its peers.
- Examining Markel's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Markel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Markel's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Markel's stock. These opinions can provide insight into Markel's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Markel. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. For more information on how to buy Markel Stock please use our How to buy in Markel Stock guide.You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Is Property & Casualty Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Markel. If investors know Markel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Markel listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.31) | Earnings Share 199.39 | Revenue Per Share | Quarterly Revenue Growth (0.17) | Return On Assets |
The market value of Markel is measured differently than its book value, which is the value of Markel that is recorded on the company's balance sheet. Investors also form their own opinion of Markel's value that differs from its market value or its book value, called intrinsic value, which is Markel's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Markel's market value can be influenced by many factors that don't directly affect Markel's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Markel's value and its price as these two are different measures arrived at by different means. Investors typically determine if Markel is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Markel's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.